Category Archives: Estate Planning & Probate

A Little Known Estate Planning Strategy–Secret RLT’s

Did you know that a will is a public document once probated? It is published in the Probate Court files. Some of you may know that your revocable living trust gives you some privacy since it is a private agreement. … Continue reading

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Your Business: Legal, Tax, and Estate Resource!

If you are a business owner, you are in the right place.  Here you will find thousands of ways to save legal, tax, and estate costs.  So read on. This is your legal boutique. I am your mentor.  I can … Continue reading

Posted in Businesses, Estate Planning & Probate, Individual Tax, Real estate, investing, Representation before the IRS, Speaking, What's New? | Leave a comment

Did you know your Revocable Living Trust could do this?

Considering the hardships of Covid-19, it should come as no surprise that estate planning is more important than ever. If you do not have an adequate estate plan, your family will likely suffer–financially and emotionally.Your estate plan is primarily for … Continue reading

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Life and Death Without Revocable Living Trusts

While it is easy to get distracted by current events, you cannot ignore estate planning. If you already have one of my revocable living trust (RLT) plans, you are ahead of the game in protecting yourself and your loved ones. … Continue reading

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ESTATE PLANNING JUNE 2020

Is your estate plan or lack of an estate plan a trap for your family? Is it going to be expensive and aggravating for your family after your have passed away when life is already miserable? Let me show you … Continue reading

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THE BEST ESTATE PLAN Sept. 2019

More Reasons to Give Your Family an RLT Package. As I said in my last WealthWISe, estate planning is not just for the rich. Estate planning is for those who are rich in love for their family. My favorite estate … Continue reading

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5 TOP reasons to give your family a RLT Package jUNE 2019

Why did Forbes Daily Dozen say Aretha Franklin “was a startling example of terrible estate planning” (three handwritten wills). Read more. Estate planning is not just for the rich. Estate planning is for those who are rich in love for their family. The … Continue reading

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Real Estate Transfers at Death Oct. 2018

REAL ESTATE TRICKS AND TRAPS: I bet you can’t guess how many ways there are to transfer real estate at death. You can do it with or without a will, with a defective will, with a tenancy by the entirety, … Continue reading

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REVOLUTIONARY ESTATE PLANNING

Why come to me for estate planning as opposed to someone else? The answer is simple. Let’s ignore the fact that I am one of a few Accredited Estate Planners in Memphis. Let’s focus on your experience. Normally estate planning is … Continue reading

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ESTATE PLANNING WW 2018_5

WHAT DID TAX REFORM DO TO YOU? Tax Reform increased the estate and gift tax exemption for individuals to $5.6 million (up from $5.49 million). So a married couple can shelter $11.2 million between them. This means 99% of my … Continue reading

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